Western Canada Select
No Longer A Keystone for TransCanada
Last month, the Nebraska Public Service Commission approved the northern leg of the Keystone XL pipeline, remobing the last major regulatory hurdle after the US State Dept signed off on the controversial project’s border crossing....
Lessons from Canada for US Midstream Master Limited Partnerships
In US dollar terms, the Solactive Canadian Midstream Oil & Gas Index has outperformed the Alerian MLP Index by more than 15 percentage points so far in 2017 and almost 25 percentage points since the...
International Review
We’ve transitioned from an era of peak oil to one of abundance, where energy cost deflation remains the name of the game. In this environment, competition between energy sources and individual producers has intensified, forcing...
Canada’s Comeback
Nine months ago, we surveyed the International Coverage Universe, explained our cautious outlook for the group and set dream buy prices for our favorite Canadian and Australian energy stocks. Although our International Portfolio has taken...
TRENDING TOPICS
Early Energy Q1 Returns: Shale Discipline in Force
Four Energy and Income Advisor Model Portfolio companies have now released Q1 results and updated guidance: Services companies Baker Hughes (NYSE; BKR) and SLB Ltd...
Earnings and Partners/XPLR Strategic Review
Annual filings are far more detailed than quarterlies. The trade-off for investors is they take longer to compile. Nonetheless, there’s already been plenty of action—as...
Oil: The Imaginary Glut
Last week, crude oil prices broke from a tight trading range to the highest levels in about three months. In my view, there’s more upside...
Nuclear Energy and the AI Data Center Boom
I recently sat down with James Early of BBAE Pro to talk about winners and losers in the AI-driven nuclear renaissance, and how stock prices...